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Schutte Financial provides trusted solutions for personal finances and wealth management, including custom planning, investments, and insurance. Credo means, “I believe.” Our credo as your advocate is to help achieve your goals by empowering you to believe in your heritage and invest in your legacy.
Daniel Schutte founded our firm upon earning his Series 7, Series 66, and Health & Life licenses. After training to be a financial advisor with a large company, he chose to become an independent Registered Investment Advisor in order to serve clients without pressure from commissions, quotas, or restricted investment and insurance options. While Dan has been conducting market research and studying wealth management for over 15 years, he now enjoys providing this service to our valued clients with both competence and care.
Dan is currently managing budgets up to $10 million for Visa, Inc. and previously served as a Marine Corps Intelligence & Operations Officer where he managed over $50 million in assets with the First Marine Headquarters Group. As a resident of Denver, Colorado, Dan is married to his wife, Sarah, and enjoys spending time making memories as a family.
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Master of Business Administration (MBA), American Military University
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Great job saving and looking to put your money to work! A great option is to move that savings into an appropriately balanced ETF portfolio in an Individual Taxable Account. This allows withdrawal flexibility while historically generating a better return than a checking or savings account.
Historically, you can get a much better return from an investment portfolio compared to the interest from the cash value in whole life policies. Based on your timeline to retirement, you may be able to afford a more aggressive yet reasonable strategy to help you catch up. I highly recommend a managed ETF portfolio.
Typically, a money market has a lower rate of return than inflation. So, you are most likely losing value each and every year it stays there. You could be much better off with a conservative to moderately balanced investment portfolio. For real estate, you can avoid the management hassle by investing in a Real Estate Investment Trust (REIT) instead. Learn how you can diversify risk at with ETFs at: http://bit.ly/ETFAdvantages
Family support can be wonderful. At the same time, you probably agree that you need to think about your own future family. Starting/partnering in a business can be tough and has no guarantees. Income is half the battle in building wealth, and taking advantage of "free money" in a matching employer retirement plan (e.g. 401k) can be very helpful. I would definitely work on the income first then circle back to the business option.
A great option is to re-invest in an individual taxable account. The portfolio can diversify risk while allowing for growth and flexibility for your family. Annuities often carry high fees and typically carry capped returns and forfeiture of principal if you initiate payouts. A managed ETF portfolio can be a much better option. Learn more about the warnings on annuities at: CredoWealthManagement.com/annuity